Rockefeller Capital Management
BFZ

Rockefeller Capital Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Rockefeller Capital Management’s Portfolio BFZ Stock Details BFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,615
Closed -$231K – 1669
2024
Q4 		$231K Hold
20,615
– – ﹤0.01% 1636
2024
Q3 		$249K Hold
20,615
– – ﹤0.01% 1574
2024
Q2 		$247K Sell
20,615
-13,664
-40% -$160K ﹤0.01% 1595
2024
Q1 		$405K Sell
34,279
-33,213
-49% -$391K ﹤0.01% 1526
2023
Q4 		$812K Sell
67,492
-58,142
-46% -$630K ﹤0.01% 1213
2023
Q3 		$1.29M Buy
125,634
+533
+0.4% +$6.02K 0.01% 1000
2023
Q2 		$1.48M Buy
125,101
+3,446
+3% +$40.6K 0.01% 949
2023
Q1 		$1.42M Buy
+121,655
New +$1.37M 0.01% 942
2021
Q2 		– Sell
-6,490
Closed -$93K – 3437
2021
Q1 		$93K Hold
6,490
– – ﹤0.01% 1629
2020
Q4 		$92K Buy
6,490
+394
+6% +$5.34K ﹤0.01% 1474
2020
Q3 		$80K Hold
6,096
– – ﹤0.01% 1343
2020
Q2 		$80K Buy
+6,096
New +$77.2K ﹤0.01% 1247

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Rockefeller Capital Management's BFZ Position: Q1 2025 in Review

Rockefeller Capital Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2025, closing a stake of 20,615 shares — an estimated $231K sold.

Rockefeller Capital Management first reported a position in BFZ in Q2 2020 and held it in 12 quarters. The position peaked at $1.48M in Q2 2023. 59 funds tracked by Wall St. Rank hold BFZ as of Q1 2025.

  • Rockefeller Capital Management reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 20,615 BlackRock CA Municipal Income Trust shares in Q1 2025, an estimated $231K.
  • Rockefeller Capital Management first reported a position in BlackRock CA Municipal Income Trust in Q2 2020 and held it in 12 quarters.
  • Rockefeller Capital Management's BlackRock CA Municipal Income Trust position peaked at $1.48M in Q2 2023.
  • 59 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2025.

Based on Rockefeller Capital Management's 13F filing for Q1 2025, filed 14 May 2025.